Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: TUA
- CUSIP Number: 82889n657
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Southern Farm Bureau Life Insurance | 3.0M | $65M | 0% | Sep 2025 |
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| AE Wealth Management | 2.0M | $43M | 2% | Sep 2025 |
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| Ferguson Shapiro | 1.9M | $42M | 1% | Sep 2025 |
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| Reuter James Wealth Management | 1.1M | $24M | 6% | Sep 2025 |
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| Mid-American Wealth Advisory Group | 1.1M | $24M | 5% | Sep 2025 |
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| Altfest L J & Co | 841k | $18M | 3% | Sep 2025 |
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| Ancora Advisors | 821k | $18M | 0% | Sep 2025 |
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| Lloyd Advisory Services | 625k | $14M | 0% | Sep 2025 |
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| Park Edge Advisors | 386k | $8.4M | 61% | Sep 2025 |
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| LPL Financial | 373k | $8.2M | -37% | Sep 2025 |
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| Evergreen Capital Management | 341k | $7.5M | -1% | Sep 2025 |
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| Magnolia Private Wealth | 317k | $6.7M | 8% | Sep 2025 |
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| Authentikos Wealth Advisory | 315k | $6.9M | -18% | Sep 2025 |
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| Aprio Wealth Management | 304k | $6.6M | -3% | Sep 2025 |
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| Heck Capital Advisors | 267k | $5.8M | 1% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 258k | $5.6M | -3% | Sep 2025 |
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| Proficio Capital Partners | 225k | $4.9M | 100% | Sep 2025 |
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| Cumberland Partners | 218k | $4.8M | 5% | Sep 2025 |
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| Citadel Advisors | 209k | $4.6M | -76% | Sep 2025 |
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| Hollencrest Securities | 202k | $4.4M | -2% | Sep 2025 |
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| Private Client Services | 198k | $4.3M | 1305% | Sep 2025 |
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| Whalen Wealth Management | 160k | $3.5M | 206% | Sep 2025 |
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| LifeWealth Investments | 156k | $3.4M | 7% | Sep 2025 |
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| Great Lakes Retirement | 143k | $3.1M | -5% | Sep 2025 |
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| Gladstone Institutional Advisory | 133k | $2.9M | -16% | Sep 2025 |
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| Howard Bailey Securities | 129k | $2.8M | 0% | Sep 2025 |
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| Elevated Capital Advisors | 115k | $2.5M | -11% | Sep 2025 |
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| Principal Securities | 104k | $2.3M | 22% | Sep 2025 |
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| Old Mission Capital | 93k | $2.0M | 23% | Sep 2025 |
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| Hilltop Holdings | 93k | $2.0M | -13% | Sep 2025 |
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| Encompass More Asset Management | 90k | $2.0M | 100% | Sep 2025 |
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| Royal Bank of Canada | 81k | $1.8M | 0% | Sep 2025 |
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| HighTower Advisors | 79k | $1.7M | -1% | Sep 2025 |
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| Commonwealth Equity Services | 74k | $1.6M | -7% | Sep 2025 |
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| Summit Financial | 67k | $1.5M | 100% | Sep 2025 |
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| Kestra Private Wealth Services | 59k | $1.3M | 2% | Sep 2025 |
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| IHT Wealth Management | 58k | $1.3M | 6% | Sep 2025 |
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| Belpointe Asset Management | 55k | $1.2M | 8% | Sep 2025 |
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| WESPAC Advisors | 54k | $1.2M | 2% | Sep 2025 |
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| Csenge Advisory Group | 45k | $986k | 5% | Sep 2025 |
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| Farther Finance Advisors | 40k | $872k | 2% | Sep 2025 |
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| SMART Wealth | 35k | $762k | 28% | Sep 2025 |
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| Pekin, Singer Strauss Asset Management | 33k | $721k | -75% | Sep 2025 |
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| Family Management Corporation | 33k | $716k | -2% | Sep 2025 |
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| Ausdal Financial Partners | 32k | $700k | -2% | Sep 2025 |
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| Jane Street | 32k | $690k | -85% | Sep 2025 |
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| 4wealth Advisors | 30k | $664k | -2% | Sep 2025 |
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| Straight Path Wealth Management | 30k | $652k | 1% | Sep 2025 |
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| Professional Financial Advisors | 25k | $553k | 13% | Sep 2025 |
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| Kingdom Financial Group | 25k | $535k | -8% | Sep 2025 |
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| Envestnet Asset Management | 24k | $521k | 6% | Sep 2025 |
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| Group One Trading | 21k | $462k | -55% | Sep 2025 |
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| Anchor Investment Management | 20k | $441k | 0% | Sep 2025 |
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| Mml Investors Services | 17k | $377k | -8% | Sep 2025 |
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| Magnus Financial Group | 16k | $359k | -4% | Sep 2025 |
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| CWC Advisors | 16k | $345k | 10% | Sep 2025 |
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| FSR Wealth Management | 15k | $328k | -4% | Sep 2025 |
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| Evolution Wealth Management | 15k | $318k | 185% | Sep 2025 |
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| Brookstone Capital Management | 13k | $276k | -33% | Sep 2025 |
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| Brighton Jones | 11k | $229k | 1% | Sep 2025 |
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| Longview Financial Advisors | 10k | $224k | -3% | Sep 2025 |
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| Foundations Investment Advisors | 9.3k | $203k | 100% | Sep 2025 |
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| Simplex Trading | 8.7k | $190k | -38% | Sep 2025 |
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| Quest 10 Wealth Builders | 7.7k | $169k | 5% | Sep 2025 |
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| Advisor Group Holdings | 5.6k | $121k | 71% | Sep 2025 |
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| IFP Advisors | 5.3k | $117k | -24% | Sep 2025 |
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| Bank Of Montreal | 2.8k | $61k | 100% | Jun 2025 |
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| National Bank Of Canada /fi/ | 2.5k | $55k | 0% | Sep 2025 |
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| Colonial Trust Co / SC | 2.0k | $44k | 0% | Sep 2025 |
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| Geneos Wealth Management | 1.4k | $30k | 100% | Sep 2025 |
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| Decker Retirement Planning | 1.0k | $22k | 1% | Sep 2025 |
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| Us Bancorp | 900.00 | $20k | 100% | Sep 2025 |
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| Morgan Stanley | 860.00 | $21k | 100% | Jun 2025 |
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| Private Trust Co Na | 820.00 | $18k | -12% | Sep 2025 |
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| Advisory Services Network | 469.00 | $10k | 100% | Sep 2025 |
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| Virtus ETF Advisers | 449.00 | $9.8k | 100% | Sep 2025 |
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| Financial Life Planners | 353.00 | $7.7k | 100% | Sep 2025 |
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| Painted Porch Advisors | 285.00 | $6.2k | 0% | Sep 2025 |
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| Richard W. Paul & Associates | 263.00 | $5.7k | 13% | Sep 2025 |
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| Aspect Partners | 239.00 | $5.2k | 0% | Sep 2025 |
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| Pineridge Advisors | 97.00 | $2.1k | 0% | Sep 2025 |
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| Capital A Wealth Management | 20.00 | $463.000000 | -99% | Jun 2025 |
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| Wells Fargo & Company | 1.00 | $12.000000 | 0% | Sep 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Susquehanna International | Jun 2025 | 461k | $10M |
| GeoWealth Management | Jun 2025 | 60k | $1.3M |
| Cambridge Advisors | Jun 2025 | 31k | $674k |
| Cambridge Investment Research Advisors | Jun 2025 | 27k | $604k |
| Compass Capital Corp | Jun 2025 | 27k | $579k |
| Renaissance Technologies | Jun 2025 | 25k | $544k |
| Resources Investment Advisors | Jun 2025 | 20k | $442k |
| Belvedere Trading | Jun 2025 | 20k | $434k |
| Wealthcare Advisory Partners | Jun 2025 | 18k | $398k |
| Tounjian Advisory Partners | Jun 2025 | 17k | $378k |
| FSA Advisors | Jun 2025 | 13k | $280k |
| Ethos Financial Group | Jun 2025 | 12k | $257k |
| Hamilton Point Investment Advisors | Jun 2025 | 11k | $242k |
| UBS Group | Jun 2025 | 10k | $220k |
| Transce3nd | Jun 2025 | 5.5k | $121k |
| Park Square Financial Group | Jun 2025 | 4.7k | $102k |
| Raymond James Financial | Jun 2025 | 228.00 | $5.0k |
| Global Retirement Partners | Jun 2025 | 205.00 | $4.5k |
| Atlantic Trust | Jun 2025 | 35.00 | $771.001000 |
| Jpmorgan Chase & Co | Mar 2025 | 10.00 | $220.000000 |